JD.com reported strong Q1 2025 results: - Total revenue up 16% year-over-year, accelerating from previous quarter - Electronics and home appliances revenue up 17%, general merchandise up 15% - Marketplace and marketing revenue up 16%, logistics up 13% - Gross margin expanded to 15.9%, non-GAAP net income up 43% YoY - Active customer base grew double digits YoY for 6th consecutive quarter
JD's food delivery business is gaining rapid traction: - Daily order volume approaching 20 million - Over 1 million merchants onboarded - Seeing initial cross-selling trends with retail business - Focus on building sustainable long-term business and ecosystem synergies
JD is actively embracing AI across its business: - Applying AI in advertising, search/recommendations, supply chain, logistics - Using AI to enhance operational efficiency and user experience - Developing AI agents to help merchants with ad campaigns Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.
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